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Disclosery

BIRCHBROOK, INC.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BIRCHBROOK, INC. on JPM, newest first. How the timeline and the estimate are built.

BIRCHBROOK, INC. held 8,157 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,157 shares
    Change vs previous 13F -693 shares

    1.25% of the 13F portfolio, value $2,670,010.

    13F-HR 0002071468-26-000004 filed by BIRCHBROOK, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 8,850 shares
    Change vs previous 13F -315 shares

    1.28% of the 13F portfolio, value $2,603,323.

    13F-HR 0002071468-26-000003 filed by BIRCHBROOK, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 9,165 shares
    Change vs previous 13F +334 shares

    1.47% of the 13F portfolio, value $2,953,231.

    13F-HR 0002071468-26-000001 filed by BIRCHBROOK, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 8,831 shares
    Change vs previous 13F -171 shares

    1.44% of the 13F portfolio, value $2,785,470.

    13F-HR 0002071468-25-000014 filed by BIRCHBROOK, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 9,002 shares
    Change vs previous 13F -151 shares

    1.4% of the 13F portfolio, value $2,609,818.

    13F-HR 0002071468-25-000013 filed by BIRCHBROOK, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 9,153 shares
    Change vs previous 13F -381 shares

    1.26% of the 13F portfolio, value $2,245,334.

    13F-HR 0002071468-25-000006 filed by BIRCHBROOK, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 9,534 shares
    Change vs previous 13F -227 shares

    1.3% of the 13F portfolio, value $2,285,331.

    13F-HR 0002071468-25-000005 filed by BIRCHBROOK, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 9,761 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $2,058,183.

    13F-HR 0002071468-25-000004 filed by BIRCHBROOK, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).